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AMD CFO says agentic AI is driving 'tremendous' CPU demand, reaffirms $120B market opportunity

The company expects the second-quarter CPU revenue to grow 70% year-over-year, and the data center CPU TAM is estimated at $120 billion by 2030. ・AMD expects the agentic AI segment to grow fastest in ...
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Conference Call Preview: What to Watch on AMD’s 5 PM Call

AMD is guiding for roughly 46% year-over-year growth next quarter, which is a major acceleration that points to continued strength in AI demand. Growth is accelerating in the segments that matter most ...

Advanced Micro Devices, Inc. (AMD) Presents at Bank of America 2026 Global Technology Conference Transcript

Bank of America 2026 Global Technology Conference June 2, 2026 2:20 PM EDTCompany ParticipantsJean Hu - Executive VP, ...
The Motley Fool

1. Data center sales are now the company's primary growth driver

AMD's management said on the call that its data center segment reached an inflection point in the quarter, becoming the company's biggest revenue driver. Data center sales rose 57% in the quarter to ...

AMD Stock price jumps big after Advanced Micro Devices earnings call forecast second-quarter revenue above Wall Street expectations

AMD Stock Price: Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday.
AOL

Nvidia, AMD, and Other AI Chip Stocks Are Swooning. Blame OpenAI.

Monday, the stock market was on fire, with the S&P 500 and the Nasdaq Composite both hitting new all-time highs, and optimism reigned. The mood turned dour on Tuesday morning as a report about one of ...